Heritage Family Offices, LLP
Heritage Family Offices, LLP is an SEC-registered wealth manager in Scottsdale, AZ with $423.3M assets under management (AUM, regulatory AUM), +4% over one year. See who owns Heritage Family Offices, LLP: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 323930, SEC 801-126899, data through 2026-03-10.
- AUM (assets under management / regulatory AUM)
- $423.3M (2026-03-10)
- Firm type
- Wealth Manager
- Location
- Scottsdale, AZ
- Employees
- 13
- Clients
- 250
- CRD
- 323930
- Ownership
- MAXEY, DAVID, ELGIN; FROST, MICHAEL, BRENT; Nelson, Ralph, Erwin
How much AUM does Heritage Family Offices, LLP have?
Heritage Family Offices, LLP reported $423.3M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-03-10).
Who owns Heritage Family Offices, LLP?
Disclosed owners and executives of Heritage Family Offices, LLP include MAXEY, DAVID, ELGIN, FROST, MICHAEL, BRENT, Nelson, Ralph, Erwin. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.